FPCG

Fort Pitt Capital Group Portfolio holdings

AUM $3.55B
1-Year Est. Return 34.86%
This Quarter Est. Return
1 Year Est. Return
+34.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$3.71M
3
+$3.52M
4
T icon
AT&T
T
+$3.02M
5
WDC icon
Western Digital
WDC
+$2.17M

Top Sells

1
+$19M
2
+$6.03M
3
+$2.55M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.73M
5
MSFT icon
Microsoft
MSFT
+$855K

Sector Composition

1 Technology 25.87%
2 Industrials 14.79%
3 Financials 14.03%
4 Consumer Discretionary 10.13%
5 Healthcare 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$222K 0.02%
823
-210
127
$220K 0.02%
693
+14
128
$220K 0.02%
+2,845
129
$218K 0.02%
3,390
130
$217K 0.02%
6,733
131
$216K 0.02%
+2,242
132
$214K 0.02%
+4,972
133
$211K 0.02%
+1,836
134
$209K 0.02%
2,618
+2
135
$205K 0.01%
+2,286
136
$204K 0.01%
6,980
-74
137
$202K 0.01%
+2,613
138
$69K 0.01%
5,625
139
– –
-2,701
140
– –
-13,746
2 3 4 5
6